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omahapoker| Central Control Technology (688777): Leading companies in intelligent manufacturing solutions for process industry continue to make breakthroughs in new business and overseas market expansion

2024-05-05 10:27:52

深耕行业近三十年,成长为全球化布局、国内领先的智能制造解决方案供应商。中控技术股份有限公司成立于1999 年,致力于“AI+数据”核心能力的构建及落地应用,累计服务海内外客户3 万余家,覆盖化工、石化、油气、电力、制药、冶金、建材、造纸、新材料、新能源、食品等数十个重点行业,是国内领先、全球化布局的智能制造整体解决方案供应商。 公司聚焦于流程工业,产品主要包括工业自动化及智能制造解决方案、工业软件、仪器仪表、S2B 业务等。1)工业自动化及智能制造方案omahapoker:2023年该板块实现收入49omahapoker.600 million yuan, accounting for 57.9% of revenue, and the core product control system continues to maintain a leading advantage in the process industry. 2) Industrial software: mainly includes separate external sales of industrial software projects, as well as mixed sales projects with automatic control systems. Industrial software is the optimization means of automation and intelligent manufacturing solutions, which is the direction of the company's strategic development. 3) Instrumentation: mainly includes control valves, transmitters, analyzers, etc. In 2023, the revenue of this business reached 620 million yuan, an increase of 80.3% over the same period last year. Among them, the instrument and valve business grew steadily, and the Dutch company that acquired led the instrument business to grow greatly over the same period last year. 4) S2B business is a new business model created by the company. In 2023, the company vigorously promoted the business platform, built the industry ecosystem, and promoted third-party products through the platform. Revenue reached 1.89 billion yuan in 2023, an increase of 117% over the same period last year. Battery, oil and gas, metallurgy and other industries are expected to become an important support for business growth, and emerging areas are constantly expanding. From a downstream point of view, the company's products are used in chemical, petrochemical, energy, battery, pharmaceutical and food, oil and gas, metallurgy, building materials, municipal, paper and other industries, among which, chemical, petrochemical and energy (original power) are the main application fields of the company, with revenue of 5.549 billion yuan in 2023, an increase of 26.64% over the same period last year, accounting for 64.8% of income and 35.67% of gross profit margin. The battery industry, a new industry for the company in 2022, increased significantly in 2023, with revenue of 634 million, accounting for 7.41% of revenue, an increase of 463.06% over the same period last year. In the future, battery, oil and gas, metallurgy and other industries are expected to become an important support for the future business growth of the company. In addition, in recent years, the company has also opened up new business areas such as robots, new energy batteries, Fengguang hydrogen production, wisdom laboratories, wisdom coal mines, wisdom parks and spirits. In 2023, the company achieved a breakthrough of 0 to 1 in its wisdom coal mine business. Work with Shanxi Jinnengduan Wang Coal Industry and Pengfei Group to create industry breakthrough benchmarking applications With the development of robot business from a high starting point, it has successfully won orders from high-end users around the world, such as CNOOC, Huayi Group, Saudi Aramco and so on. The company has an excellent operational capability system, and the "1x 2n" standard sets a benchmark for the industry. In terms of marketing, in-depth construction of 5S offline stores + S2B online platform one-stop industrial service model, 5S offline stores to provide customers with end-to-end and door-to-door professional services in the industrial field close to users. In 2023, the company built a total of 179 5S stores (including overseas), covering 643 chemical parks across the country; in terms of S2B business, the company fully deployed online and offline lifecycle services, and broke through a number of group-type benchmark customers in 2023. Synchronously promote the Fed joint cooperation of more than 250 large customers, and seamlessly connect the customer procurement system to help customers' digital procurement transformation. In addition, the company makes full use of nearly 30 years of industry accumulation and Know-how to provide customers with unique and effective strategies and high-value solutions to create a large number of "1x 2N" intelligent factory industry benchmark and copy promotion. We will build digital operation capacity in all directions and expand emerging industries to promote long-term development. In recent years, the company has focused on the application of artificial intelligence (AI) technology, big data technology and robot technology in the industrial field, and constructed the core technology of "AI+ data". It has broken through the application technology of process industry based on reinforcement learning and natural language model, edge intelligent vision detection controller and algorithm technology for process industry. In 2023, a new generation of equipment intelligent perception platform (PRIDE), iterative upgrade release intelligent operation management and control system (OMC 2.0) and process industry process simulation and design platform (APEX 2.0) were released. Based on industrial Internet platform, data lake, AI big data analysis, machine learning and other advanced technologies, PRID can help users to make comprehensive intelligent perception and accurate prediction of equipment objects in the plant. Provide decision support for the intelligent management of equipment life cycle prevention and prediction. In addition, the company also fosters medium-and long-term business growth by expanding new business areas such as robots, new energy batteries, Fengguang hydrogen production, wisdom laboratories, wisdom coal mines, wisdom parks, spirits and other new business areas. With the global layout and continuous breakthroughs in overseas business, it has successfully issued GDR and listed on the Swiss Stock Exchange, opening international financing channels. At present, digital transformation, green manufacturing and artificial intelligence have become the future development strategies of many countries around the world. The company focuses on deploying Southeast Asia, the Middle East, Central Asia, Europe, America, Japan and other regions. Set up subsidiaries in Singapore, Saudi Arabia, Kazakhstan and other countries, overseas localization operation capacity has been greatly improved. In the future, the Middle East, Southeast Asia, Central Asia, as well as Europe and the United States and other regions will continue to be the company's efforts. According to the company's annual report, in 2023, the company won the bid for Saudi Aramco holding company, the world's largest single shipyard Saudi International Maritime Industry (IMI) digital benchmarking project, and also made breakthroughs in overseas high-end projects such as Kuwait Oil Company and Malaysia National Oil Company's control system and instrument project, Indonesia Jinguang Paper Intelligent Industrial Software Project, Asia's largest paper group. According to the company's annual report, the company realized nearly 1 billion yuan in overseas contracts in 2023. In 2023, the company achieved overseas revenue of 343 million yuan, an increase of 37.42% over the same period last year. In addition, in April 2023, the company successfully issued GDR and listed on the Swiss Stock Exchange, marking the company's opening of international financing channels, which will further boost the company's overseas business layout. Investment advice: we expect the company to achieve revenue of 109.1 yuan, 132.5 yuan and 15.55 billion yuan respectively from 2024 to 2026, and return to its mother net profit of 12.9 yuan, 16.1 yuan and 1.87 billion yuan respectively, corresponding to a PE of 29.3, 23.4 and 20.1 times, respectively, maintaining a "highly recommended" rating. Risk hint: macroeconomic fluctuation risk, lower-than-expected demand risk, industry competition risk, overseas expansion risk, technology iteration risk [disclaimer] this article only represents the views of third parties and does not represent the position of Hexun. Investors operate accordingly, at their own risk.

omahapoker| Central Control Technology (688777): Leading companies in intelligent manufacturing solutions for process industry continue to make breakthroughs in new business and overseas market expansion

[disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.

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